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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,889 | $77,638+143.3% | $156,551+20.7% | $62,881+200.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 29.18% | 50.33%-21.1pp | 32.23%-3.1pp | 20.14%+9.0pp |
| Employer contribution / active EE | $9,294 | $3,444+169.9% | $5,501+68.9% | $2,281+307.5% |
| Participant deferral / active EE | $6,792 | $3,046+123.0% | $4,871+39.4% | $3,203+112.0% |
| Admin fee / account holder | $30,022 | $5,561+439.8% | $13,028+130.4% | $4,296+598.9% |